Manning & Napier Investor Services, Inc.
Firm details
- Headquarters
- Fairport, New York
- CRD number
- 26266
- Registered since
- June 15, 1990
- Website
- www.manning-napier.com
Firm profile
FINTRXOverview
Manning & Napier Investor Services, Inc. is organized as a corporation and has been registered with the SEC since 1990. The firm is owned by a combination of a domestic entity and individuals. FINTRX classifies the firm as Unclassified and the dataset indicates it does not act as a capital allocator, is not an active ESG investor, and is not designated as a pension consultant or related adviser. The record also flags the adviser as not a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Aaron Mcgreevy
Chief Distribution OfficerCRD 5541148
Paul Battaglia
Chief Financial OfficerCRD 6007994
Contacts
3 of 64
Ioannis Profylienos
Senior Financial ConsultantCRD 5748613
Rebecca Galliford
Financial ConsultantCRD 5757790
Susan Pilon
Senior Financial ConsultantCRD 4382906
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fairport, NY
Monroe
Location
Fairport, NY
Headquartered in Fairport, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Monroe
- Address
- 290 Woodcliff Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Transamerica Investors Securities, LLC
Broker-DealerHarrison, NY
FAR Hills Group, LLC
Broker-DealerNew York, NY
Sage, Rutty & Co, Inc.
Broker-DealerRochester, NY
Purshe Kaplan Sterling Investments
Broker-DealerAlbany, NY
Abacus International Capital Corp.
Broker-DealerNew York, NY
Kiwoom Securities (USA) Inc.
Broker-DealerNew York, NY